CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$233M
3
+$208M
4
ARES icon
Ares Management
ARES
+$132M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$98.9M

Top Sells

1
+$309M
2
+$261M
3
+$137M
4
SIVB
SVB Financial Group
SIVB
+$109M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$102M

Sector Composition

1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$62.9M 0.14%
92,379
+24,996
152
$62.7M 0.14%
321,579
-6,744
153
$61.7M 0.14%
101,200
+1,934
154
$60.7M 0.13%
866,597
155
$59.1M 0.13%
1,604,127
+60,134
156
$59M 0.13%
602,267
+60,480
157
$58M 0.13%
1,141,753
-245,884
158
$57.9M 0.13%
141,496
+5,611
159
$57.6M 0.13%
56,193
+29,306
160
$55.3M 0.12%
570,718
+308,971
161
$55M 0.12%
22,394
-4,284
162
$54.1M 0.12%
1,716,823
+405,849
163
$53.7M 0.12%
846,578
+41,306
164
$53.3M 0.12%
647,748
-18,864
165
$53M 0.12%
134,045
+123,713
166
$52.4M 0.12%
1,369,010
+50,619
167
$52.2M 0.12%
311,711
+451
168
$51.7M 0.11%
1,179,224
-151,246
169
$50.8M 0.11%
241,939
-2,657
170
$48.3M 0.11%
325,310
-456,074
171
$48M 0.11%
235,841
-8,990
172
$47.4M 0.11%
496,991
-1,231
173
$47.4M 0.1%
154,645
-2,064
174
$46.9M 0.1%
1,389,974
+46,556
175
$46.1M 0.1%
256,191
-1,106
5 6
7
8 9